BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$6.77M
3
+$5.49M
4
JPM icon
JPMorgan Chase
JPM
+$4.26M
5
NEE icon
NextEra Energy
NEE
+$3.87M

Top Sells

1
+$12.3M
2
+$7.32M
3
+$5.57M
4
FCX icon
Freeport-McMoran
FCX
+$2.54M
5
A icon
Agilent Technologies
A
+$2.22M

Sector Composition

1 Technology 26.1%
2 Financials 12.49%
3 Healthcare 11.95%
4 Industrials 8.3%
5 Consumer Staples 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$167K 0.01%
389
-61
227
$166K 0.01%
875
-41
228
$165K 0.01%
1,116
229
$164K 0.01%
625
+98
230
$161K 0.01%
7,393
231
$161K 0.01%
2,350
232
$158K 0.01%
2,408
-132
233
$151K 0.01%
580
-50
234
$151K 0.01%
3,500
235
$151K 0.01%
100
236
$150K 0.01%
1,703
237
$147K 0.01%
1,450
238
$146K 0.01%
1,721
239
$144K 0.01%
3,700
-100
240
$142K 0.01%
550
241
$141K 0.01%
2,008
242
$138K 0.01%
6,150
243
$137K 0.01%
3,118
-452
244
$135K 0.01%
1,350
245
$135K 0.01%
7,638
-745
246
$135K 0.01%
6,717
+717
247
$132K 0.01%
423
248
$132K 0.01%
545
249
$130K 0.01%
1,300
250
$129K 0.01%
530
-142
8 9
10
11 12